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Villain Critique
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28
Uses a 'past behavior' argument to discredit incumbent board nominees.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
130
Uses a central hub-and-spoke style diagram to list specific failures of the current marketing strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
32
Uses a combination of a line chart showing stock performance and direct quotes from executives to frame the problem.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
71
The slide uses a 'villain' narrative framing (breaking the law, endangering lives) to contrast with financial performance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
15
The slide uses a 'villain critique' style to undermine the company's core value proposition by citing public sentiment.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
05
The slide uses a 'villain critique' approach by highlighting specific failures in Ballard's China partnerships and market infrastructure.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a table to systematically dismantle the company's growth narrative.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a list-based argument structure to systematically dismantle the investment thesis for Intuit's recent M&A and core business segments.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
26
The slide uses a 'villain critique' approach to undermine the company's core value proposition (AI and device tech).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
18
The slide uses a 'villain critique' approach to undermine the target company's strategic pivot by highlighting market saturation and competitive disadvantage.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
81
The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
02
This is a classic short-seller research note page focusing on 'villain' critique and fundamental business failure.Ramaco Resources, Inc. (METC) · Wolfpack Research
Research note Short seller 1 hit
15
The slide uses a 'villain critique' style to frame corporate history as a series of failures.Innodata, Inc. (INOD) · Wolfpack Research
Research note Short seller Beat · Appendix Disclosure1 hit
01
The slide uses a 'villain critique' approach to frame the company's drug candidate as a failure, drawing parallels to a previous market failure (Aprea).PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
12
The slide uses a confrontational tone to expose a perceived lack of product differentiation.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
36
The slide uses a 'villain critique' style to undermine the value proposition of the BLI machine through expert testimony.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
42
The slide uses a 'villain critique' style to highlight product failure and user friction.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
50
The slide uses a 'villain critique' style to highlight the failure of the product to achieve operational status within a major pharma account.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
60
The slide uses a 'villain critique' style to undermine the value proposition of the Berkeley Lights platform.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
80
The slide uses a Q&A format to systematically dismantle the value proposition of the Berkeley Lights (BLI) platform.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
08
The slide uses a 'villain' narrative (complexity/conglomerate structure) to justify a proxy fight.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
16
The slide uses a combination of anecdotal evidence from former employees and a critique of the company's algorithmic business model to build a bearish case.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
07
The slide uses a 'villain' framing to highlight governance failures and proposes specific capital allocation and governance reforms.Sumitomo Realty & Development Co., Ltd. (8830) · Aaron Tai
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses a peer benchmark to illustrate TICO's extreme customer concentration (100%) compared to competitors (38-75%).Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
02
The slide uses a 'villain critique' structure to frame the short thesis, combining visual evidence (photos, documents) with financial data.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit
07
The slide uses a waterfall-style arrow to visually emphasize the margin decline from 42.9% to 21.8%.Monotype Imaging Holdings Inc. (TYPE) · Jeffrey C. Smith and Clifford Press
Shareholder letter Activist investor Beat · Villain Critique1 hit
02
The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Zoom In1 hit
40
The slide uses a red dashed circle to highlight the 5% return point.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
29
The slide uses a nested bullet point structure to detail specific grievances regarding the Board's handling of the strategic sale process.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
07
Uses a two-column layout to categorize failures into Governance and Financial issues.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Complication1 hit
13
The slide uses a bar chart to visualize survey results and includes two direct quotes from shareholders to reinforce the narrative of management failure.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
29
The slide uses a 'villain critique' approach to undermine the company's credibility by comparing it to a past failed venture (Versatile Systems).GreenPower Motor Company (GP) · White Diamond Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
10
The slide uses a comparative line chart to frame Archer as significantly behind Joby, using the 'Nikola' comparison to imply fraudulent or misleading claims.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
13
The slide uses a 'villain critique' style to undermine the company's marketing claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
77
The slide uses a 'villain critique' approach by leveraging a peer's own research to undermine the target's (Bioprojet/pitolisant) technology.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
82
The slide uses a 'villain critique' style to undermine the target drug (pitolisant) by associating it with failed industry-wide efforts.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
20
The slide uses multiple expert quotes to undermine the company's financial projections and business model sustainability.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
06
The slide uses a 'villain critique' framing to argue that Mitra's compensation is excessive compared to historical precedents like David Simon's rejected 2011 award.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate1 hit
29
The slide uses a critical tone to challenge the 'secret sauce' narrative of Nidec's M&A, citing lack of transparency and declining efficiency metrics.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
28
The slide functions as a critical summary of the company's international strategy, framing it as value-destructive and misleading to investors.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
35
Includes a visual timeline/infographic depicting the 'crash' of the CGEN acquisition.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
03
The slide uses a 'villain critique' approach to challenge NVIDIA's stock performance and management credibility.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
80
Uses expert testimony to frame the company's core technology as a liability.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
42
The slide uses a hub-and-spoke diagram to critique three specific brand strategies.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
45
Oasis Management activist deck slide criticizing Kao's leadership composition.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
32
The slide uses a contrast between the specific (but low) targets and the vague strategic pillars to highlight management's failure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
10
The slide uses a 'villain_critique' approach by framing the subject (SMRs) as economically doomed, supported by a bar chart comparing estimated vs. actual costs.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
04
The slide uses a line chart to visually demonstrate the performance gap between Tullow and its peers, followed by a narrative critique of the company's management and financial stability.Capricorn Energy PLC (CNE) · James Smith
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
10
The slide uses a 'villain_critique' approach to undermine the company's clinical claims and market potential.Pulse Biosciences (PLSE) · White Diamond Research
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
21
The slide uses a SanDisk chart to critique Pure Storage's reliance on Moore's Law as a guarantee for future cost reductions.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
25
Includes a quote from a competitor CTO and two charts comparing enterprise storage market share vs. AFA market share.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
304
The slide uses a 'villain_critique' structure to undermine a competitor's clinical trial results by citing an expert's negative testimony.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
15
The slide uses a quote from Goldman Sachs to validate the 'villain' (complexity) and a bar chart to quantify the impact (conglomerate discount).Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
03
The slide uses a 'villain' narrative to critique Mellanox's operational efficiency and growth relative to peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
15
The slide uses expert testimony and industry comparisons to frame Lasertec's product as inferior to ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
22
The slide uses expert testimony to frame Lasertec's technical roadmap as a failure, specifically highlighting the inadequacy of their R&D investment compared to ASML/Cymer.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
48
The slide uses expert testimony and customer sentiment to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
275
The slide uses a 'villain critique' style to highlight negative sentiment from industry insiders regarding TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
318
The slide uses a combination of cost comparison and technical diagrams to argue for the obsolescence of the subject company's core product.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit